Our New Balanced Accumulation Kit is Here!

What does risk look like to your clients

Help your clients find the right mix of growth potential and protection

Over the next few weeks, we will be sending you tips on how you can use your Balanced Accumulation kit to explain how fixed index annuities (FIAs) could help your clients reach their financial goals.

Your toolkit includes:

• Balanced accumulation brochure: Our award-winning marketing support materials in an easily accessible format to help your clients in their retirement planning.
• Risk assessment questionnaire: A questionnaire to help determine your client’s current balance with risk.
• Break-even burden tool: Our break-even burden tool to help consider what kind of gain is needed to recover from a market loss and “break-even” after one year.

View the video below for a message from Josh Woodvine, National Sales Manager at North American on all the great features of this new kit.